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A 529 College Savings Plan is a tax advantaged savings plan (any earnings grow tax-deferred) designed to encourage saving for future college costs. Assets in a 529 plan can be used to pay for a variety of higher education expenses including tuition, room and board, books and supplies. The dividends and capital gains are not taxed as long as the plan’s assets are used to pay qualified education expenses.

Investors can open a 529 plan for anyone - a child, grandchild, spouse, a friend or themselves. The beneficiary doesn’t need to be a child. Adults can use 529 accounts to save for their own qualified higher education expenses. The account owner rather than the beneficiary maintains control of account assets and determines the timing and amount of distributions.

Our affiliate, Vision Financial Markets, currently offers 529 plans from a number of leading fund families including the following:

• American Funds
• BlackRock
• T. Rowe Price
• Vanguard

View the complete list of available 529 plans.

To learn more about opening a 529 College Savings Plan, please fill out and submit the form to obtain a prospectus which includes investment objectives, risks, charges, expenses and other information; read and consider it carefully before investing. Most of the plans are available to residents of all states, but some plans' tax benefits only apply to residents of that state. Investors should consult with their tax advisor regarding which plan is best suited to their needs and objectives.